Shepardson Insurance Services, Inc.

Form 5500

SHEPARDSON INSURANCE SERVICES, INC.

1127 12th Street, STE 201, Modesto, Ca 95354 (209) 577-5909 EIN:20-0598919 Plan Admin:Keith Shepardson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$319,708 / $389,632	2023	KEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$319,708 / $389,632
2022	Plan NameKEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$399,514 / $319,708	2022	KEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$399,514 / $319,708
2021	Plan NameKEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$341,092 / $399,514	2021	KEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 3	$341,092 / $399,514
2020	Plan NameKEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,837,191 / $341,092	2020	KEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$1,837,191 / $341,092
2019	Plan NameKEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,498,493 / $1,837,191	2019	KEITH SHEPARDSON INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$1,498,493 / $1,837,191